Caldwell Trust
ADM icon

Caldwell Trust’s Archer Daniels Midland ADM Stock Holding History

Caldwell Trust’s Portfolio ADM Stock Details ADM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$51.4K Hold
647
– – ﹤0.01% 491
2026
Q2 		$49.4K Hold
647
– – ﹤0.01% 499
2026
Q1 		$47K Hold
647
– – ﹤0.01% 500
2025
Q4 		$37.2K Hold
647
– – ﹤0.01% 514
2025
Q3 		$38.7K Buy
647
+200
+45% +$11.7K ﹤0.01% 505
2025
Q2 		$23.6K Hold
447
– – ﹤0.01% 547
2025
Q1 		$21.5K Hold
447
– – ﹤0.01% 553
2024
Q4 		$22.6K Hold
447
– – ﹤0.01% 534
2024
Q3 		$26.7K Buy
447
+147
+49% +$8.96K ﹤0.01% 524
2024
Q2 		$18.1K Sell
300
-300
-50% -$18.4K ﹤0.01% 557
2024
Q1 		$37.7K Sell
600
-2,659
-82% -$156K ﹤0.01% 488
2023
Q4 		$235K Sell
3,259
-543
-14% -$39.7K 0.03% 284
2023
Q3 		$287K Sell
3,802
-49
-1% -$3.97K 0.04% 245
2023
Q2 		$291K Buy
3,851
+699
+22% +$52.9K 0.04% 249
2023
Q1 		$251K Buy
3,152
+460
+17% +$37.6K 0.03% 257
2022
Q4 		$250K Sell
2,692
-340
-11% -$31.4K 0.04% 254
2022
Q3 		$244K Buy
3,032
+86
+3% +$7.08K 0.04% 248
2022
Q2 		$229K Sell
2,946
-185
-6% -$16.2K 0.03% 259
2022
Q1 		$283K Buy
3,131
+281
+10% +$21.9K 0.03% 248
2021
Q4 		$193K Buy
2,850
+110
+4% +$7.1K 0.02% 291
2021
Q3 		$164K Sell
2,740
-210
-7% -$12.6K 0.02% 304
2021
Q2 		$179K Sell
2,950
-85
-3% -$5.4K 0.02% 293
2021
Q1 		$173K Buy
3,035
+87
+3% +$4.78K 0.02% 289
2020
Q4 		$149K Hold
2,948
– – 0.02% 291
2020
Q3 		$137K Buy
2,948
+38
+1% +$1.66K 0.02% 291
2020
Q2 		$116K Hold
2,910
– – 0.02% 306
2020
Q1 		$102K Buy
2,910
+394
+16% +$16.1K 0.02% 320
2019
Q4 		$117K Buy
+2,516
New +$107K 0.02% 341

Other funds holding ADM

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Caldwell Trust's ADM Position: Q3 2026 in Review

Caldwell Trust held its Archer Daniels Midland (ADM) position steady in Q3 2026 at 647 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Caldwell Trust first reported a position in ADM in Q4 2019 and has held it in 28 quarters since. The position peaked at $291K in Q2 2023. 1,020 funds tracked by Wall St. Rank hold ADM as of Q3 2026.

  • Caldwell Trust held 647 shares of Archer Daniels Midland worth $51.4K as of Q3 2026.
  • Caldwell Trust left its Archer Daniels Midland share count unchanged in Q3 2026.
  • Archer Daniels Midland made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #491 holding.
  • Caldwell Trust first reported a position in Archer Daniels Midland in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Archer Daniels Midland position peaked at $291K in Q2 2023.
  • 1,020 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.